10x Insights
Loading account…
Companies / Financials / Beacon Financial Corp
BBT

Beacon Financial Corp

FinancialsBanks & Brokers
Ticker BBTBOSTON, MAFiscal year ends DecemberBook value per share $30.26Diluted shares 83.9M

Beacon Financial Corporation (NYSE: BBT) is a bank holding company whose primary subsidiary, Beacon Bank & Trust, provides commercial, business and retail banking, cash management, foreign exchange, online and mobile banking, consumer and residential lending, and wealth management services. Its customers include… From the company’s description.

Over the twelve months to Jun 30, 2026, Beacon Financial Corp reported revenue of $762.80M and net income of $144.83M. Its pre-tax margin was 26.1%. In fiscal 2025, it reported revenue of $553.00M and net income of $90.27M.

Fiscal year 2025 · ends 12-31No changes shown: the filing behind fiscal 2025 re-reports fiscal 2024 on a different basisThe amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$553.00MFY2025
Last 12 mo $762.80M
22.04%FY2025
Last 12 mo 26.05%
$90.27MFY2025
Last 12 mo $144.83M
5.45%FY2025
Cash & financing
$224.44MFY2025
Last 12 mo $212.94M
$212.16MFY2025
Last 12 mo $212.94M
8.14FY2025
Last 12 mo 7.63
87.7MFY2025
Last 12 mo 83.9M

Dotted labels explain each measure. is shown separately from the annual figures.

What Beacon Financial Corp does

In the company’s own words

Beacon Financial Corporation (NYSE: BBT) is a bank holding company whose primary subsidiary, Beacon Bank & Trust, provides commercial, business and retail banking, cash management, foreign exchange, online and mobile banking, consumer and residential lending, and wealth management services. Its customers include businesses, consumers, individuals, families, endowments and foundations; it also serves regional and national payroll service bureaus through commercial payment processing. The company operates through Beacon Bank & Trust, equipment-financing subsidiary Eastern Funding, the 44 Business Capital SBA lending division, and Clarendon Private, a registered investment adviser, alongside the Bank’s Trust and Investments Division. It serves customers through 147 banking offices across New England and New York. At December 31, 2025, its loan and lease portfolio totaled $18.0 billion and deposits totaled $19.5 billion. The company completed a merger of equals with Brookline Bancorp in September 2025, changing its name from Berkshire Hills Bancorp and combining the banks under the Beacon Bank & Trust name. Its website is www.beaconfinancialcorporation.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
BOSTON, MA
Fiscal year end
December
CIK
1108134
SIC
6036

Financial performance, year by year

Fiscal 2011–2025 · USD
$-640.77M$-257.98M$124.81M$507.60M$890.40M201120122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Beacon Financial Corp — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

260
funds hold it
0 of 35
superinvestors hold it
$1.17B
held by funds, at market
46.6%
of shares held by funds
1
bond issues held by funds

Largest fund holders · Beacon Financial Corp’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.14%of fund net assets
Undiscovered Managers Behavioral Value Fund
UBVLX · UNDISCOVERED MANAGERS FUNDS
1.08%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.08%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.03%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Beacon Financial Corp’s bonds, as funds hold them

Funds report holding 1 issues of Beacon Financial Corp’s debt, $1.45M at market value — what funds hold, not the company’s total debt.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Beacon Financial Corp and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Beacon Financial Corp's earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Beacon Financial Corp's last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.